With the Gantt app, you can visualize a schedule of related activities over time—like tasks, projects, or events—on a Gantt chart. You can use it for project management, production timelines, or resource management.
IN THIS ARTICLEWhat is a Gantt chart?
Adding the Gantt app
Configuring your data
Customizing the appearance settings
Using advanced features
What is a Gantt chart?
A Gantt chart is a type of horizontal bar chart that uses bars to visualize a schedule of certain activities (tasks, projects, events, resource expenditures, etc.) over time. The length and position of each bar shows the start date, end date, and duration of each activity, and the bars are stacked into rows in such a way that you can easily see at a glance which activities overlap and for how long.
In many cases, a project plan or schedule will require that activities be performed in a certain order (for example, a particular contract needs to be signed before construction can begin). A Gantt chart will let you visualize how different activities depend on each other with arrows (called dependencies) connecting the different bars.
ARTICLES ABOUT GANTT1. How to add and configure the Gantt app
2. Gantt app dependencies and critical paths
3. Customize the appearance of the Gantt app
4. Working with records in the Gantt app
5. Exporting and printing the Gantt app
Adding the Gantt app
To add the app, click on the "Apps" button in the top-right hand corner of your base.
Next, select the Gantt chart from our list of available Apps. You'll have the option to select which dashboard you would like to place the app within. Once you've made your selection, click "Install App".
The app will install within a few seconds and take you directly to the app settings. Follow along in the next section to learn how to configure your app settings.
Configuring your data
The first group of settings you can configure are data settings, which includes the table and view you want to use for displaying records, and the start and end date fields needed to use the Gantt app. We'll try to automatically fill in these settings for you during the installation, but you may want to adjust them yourself to make sure they reflect the data you want to use.
Table and view
The records that will appear on the Gantt chart is determined by the table and view you select from your base. Remember that you can apply filters to any view to only display a certain subset of records from your table.
The "Start date field" and "End date field" are used to define the duration for each record when it's displayed on the Gantt chart.
NOTEBoth of these fields are required to use the Gantt chart; however, you can display records with only an end date by using our milestones feature (detailed further below).
The Gantt app does not account for any timestamps associated with the date fields. If the date fields you're using both have timestamps, the start and end date fields must be set to the same timezone. For example, if you have the Use the same time zone (GMT) for all collaborators option toggled on in the start date field, you must also have it toggled on in the end date field. If only one of the date fields has an associated time, that date field will need to have the Use the same time zone (GMT) for all collaborators option toggled on.
Instead of using date fields, you can also use computed fields that output date values. However, if you use computed fields, you will not be able to manually adjust the start or end dates for your records by dragging the records on the Gantt chart.
Using the same date field for start and end date
You can use the same field for both the start date and the end date if you'd like. Doing this will cause every record on the Gantt chart to appear as a bar with a duration of one day.
In the Gantt app, end dates are considered to be inclusive. For example, if your start date for a record is January 1 and your end date is January 3, the record will appear as three days long (spanning from the beginning of January 1 to the end of January 3).
Customizing the appearance
There are a few appearance options that you'll need to customize while configuring your Gantt app settings for the first time.
You can choose fields from a dropdown menu that you can use to group your records. Groups can be expanded and collapsed in the left hand sidebar. This can be used in a number of ways, e.g. grouping by project and phase, team and assignee, or assignee and status.
Much like grouping in grid views, when you group records that share the same value in a specified field they will be visually grouped together in the Gantt app. For example, if different collaborators are responsible for different tasks, you could group by a collaborator field to more easily see all of the tasks assigned to specific individuals.
Note that this setting currently supports up to 3 levels of grouping.
You can set the row height to either Medium (the default) or Short, which allows for greater information density. This setting is the second option under "Appearance" in the Gantt app settings.
Keep in mind that this is a global setting that is shared across all users, so switching this setting in the app will change it for all collaborators.
The "Label field" option allows you to choose which field to use as the display name for each record in the app.
You can customize the color of the records in your Gantt chart by using the "Record color" settings. There are three options to choose from:
- Specific color will give all your records the same color of your choosing.
- By view can be used if you have conditional record coloring setup in the view you're using to define your Gantt chart. This setting will apply those record colors to your Gantt chart.
- By select field will apply colors to your records based on the token colors used in a single select field of your choosing.
After configuring record color, you can move on to setting up the advanced features.
Using advanced features
Advanced features are the last category of app settings you can configure. These include using milestones and dependencies, which are often new concepts to learn for those who are brand new to using a Gantt chart.
You can learn more about these features in the next article in this series called Gantt app milestones, dependencies, and critical paths.
Learn more about Gantt
- How to add and configure the Gantt app THIS ARTICLE
- Gantt app milestones, dependencies, and critical paths
- Customize the appearance of the Gantt app
- Working with records in the Gantt app
- Exporting and printing the Gantt app